What’s next? In my mid-year commentary, I deconstruct a market climate that, despite my dire predictions, has thrived in the first half of 2014.
Which asset classes will continue to deliver strong returns (momentum) and which will not (reversals, also known as regressions to the mean). We’ve already seen reversals in U.S. economic sectors. I’d like to hear your thoughts – your forecasts. As Yogi Berra said “The future ain’t what it used to be.”
Please see my Market Commentary.